We operate with your best interests in mind. Every time.
Leading Edge Financial Planning, LLC is a fee-based financial services firm that is independent from the broker-dealer world. No ties to a big box firm or the pressure that comes with those firms to sell a certain product.
Mike believes that as life changes on an ongoing basis, your plan should follow suit.
As a Personal CFO for your home or business, Mike focuses on hearing your needs (where you are and where you want to go) and helps you to create a comprehensive plan. Mike is licensed in all insurance lines as well.
And that's why he created a Financial Planning Model to fit your specific needs.
Financial planning shouldn't be a once a year meeting where you dust off your file, get told you don't have enough INSURANCE OR investments - and that's it.
Leading edge essentials
$50/month + $199 Onboarding fee
Includes, but not limited to:
- Vision Meeting: Brainstorm financial goals for the future for your family and/or business
- Assessment & Planning meeting with a Financial Planner with professional planning software.
- Personalized financial planning website access
- Consultations available for: major purchases; retirement, college plans or estate planning
- Independent financial proposal or financial product evaluation
- Strategic quarterly action plan session to move towards financial goals
- Annual Financial Plan update and review based on client’s personal vision
Leading Edge ADVANCED
$100/month + $299 Onboarding Fee
Leading Edge Essentials Plan PLUS:
- Financial planning webinar event access
- Annual insurance policy review
- Detailed investments review
- Accountability around ongoing Financial Planning tasks
- Follow up & assistance to implement recommendations or action items (Up to 3 hours)
LEADING EDGE PROFESSIONAL
$150/month + $399 Onboarding Fee:
Leading Edge Advanced Plan PLUS;
- End of year tax planning meeting and tax return review
- Annual estate plan review
- Assistance in implementing estate plan or tax strategies (Up to 3 hours)
PERSONAL CFO FOR SMALL - MID SIZE BUSINESSES
Price varies based on company size
As a Personal CFO for your company, this plan would include everything in Leading Edge Professional Edge Plus (but not limited to):
- Offer Financial Counsel on large decisions
- Assess & evaluate compensation plan (bonus & incentive structures)
- Review Insurance, buy/sell agreements
- Assist in mergers & acquisition transitions
- Retirement Planning for employees & leadership